| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA | 1450 BRICKELL AVE, STE 1600 MIAMI, FL 33131 | AETNA HEALTH, INC. | $49K | — | $49K | 2.58% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | AETNA HEALTH, INC. | $25K | — | $25K | 1.34% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA | 1450 BRICKELL AVE, STE 1600 MIAMI, FL 33131 | AETNA LIFE INSURANCE CO. | $10K | — | $10K | 6.07% |
| ROGER BOUCHARD INSURANCE INC3 Filed as: ROGER BOUCHARD INSURANCE | 101 STARCREST DRIVE NORTH CLEARWATER, FL 33765 | AETNA LIFE INSURANCE CO. | $5K | — | $5K | 3.24% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC | 1450 BRICKELL AVENUE STE 1600 MIAMI, FL 33131 | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | — | $8K | 5.72% |
| ROGER BOUCHARD INSURANCE INC3 | 8191 COLLEGE PKWY STE 202 FORT MYERS, FL 33919 | SUN LIFE ASSURANCE COMPANY OF CANADA | $6K | — | $6K | 4.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC | 29848 NETWORK PL CHICAGO, IL 60673 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $26 | $2K | 9.80% |
| BOUCHARD INSURANCE3 Filed as: BOUCHARD FINANCIAL SERVICES INC | PO BOX 6090 CLEARWATER, FL 33758 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 6.55% |
| GILSBAR, LLC3 Filed as: GILSBAR | UNKNOWN COVINGTON, LA 70434 | MEDCOM CARE MANAGEMENT | $1K | — | $1K | 6.93% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF FLORIDA INC | 4880 W NEWBERRY RD #100 GAINESVILLE, FL 32607 | ADVANTICA REINSURANCE COMPANY | $414 | — | $414 | 6.06% |
| BOUCHARD INSURANCE3 | PO BOX 6090 CLEARWATER, FL 33758 | ADVANTICA REINSURANCE COMPANY | $269 | — | $269 | 3.94% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 152 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 153 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA HEALTH, INC. | 336 | $2.0M |
| Dental | AETNA LIFE INSURANCE CO. | 336 | $157K |
| Vision | ADVANTICA REINSURANCE COMPANY | 122 | $7K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $141K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $141K |
| Long-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 152 | $141K |
| Other(3 contracts, 3 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 155 | $181K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 336 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.